| Rocky Mountain Advisers, LLC | 16 | $5,000 | 0.00% | 00.0% | 不變 |
| Old North State Trust, LLC | 18 | $5,000 | 0.00% | +18 | 新進 |
| Cornerstone Planning Group LLC | 15 | $4,785 | 0.00% | +15 | 新進 |
| PFS Partners, LLC | 15 | $4,503 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 15 | $4,502 | 0.00% | 00.0% | 不變 |
| Harvest Group Wealth Management, LLC | 15 | $4,502 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 14 | $4,206 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 13 | $3,902 | 0.00% | +8+160.0% | 加碼 |
| Exchange Traded Concepts, LLC | 12 | $3,602 | 0.00% | −7−36.8% | 減碼 |
| Community Bank, N.A. | 12 | $3,601 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 11 | $3,337 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 11 | $3,302 | 0.00% | +2+22.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $3,001 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 10 | $3,001 | 0.00% | 00.0% | 不變 |
| My Personal CFO, LLC | 10 | $3,001 | 0.00% | +10 | 新進 |
| Sierra Capital LLC | 10 | $3,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 9 | $3,000 | 0.00% | +9 | 新進 |
| Creative Capital Management Investments LLC | 9 | $3,000 | 0.00% | +9 | 新進 |
| Country Trust Bank | 9 | $2,701 | 0.00% | −19−67.9% | 減碼 |
| New Millennium Group LLC | 9 | $2,701 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 9 | $2,701 | 0.00% | +9 | 新進 |
| Front Row Advisors LLC | 6 | $2,000 | 0.00% | −2−25.0% | 減碼 |
| Beacon Capital Management, LLC | 5 | $1,501 | 0.00% | 00.0% | 不變 |
| Affiance Financial, LLC | 5 | $1,501 | 0.00% | +5 | 新進 |
| Lansing Street Advisors | 5 | $1,501 | 0.00% | +5 | 新進 |
| DecisionPoint Financial, LLC | 5 | $1,501 | 0.00% | +5 | 新進 |
| Stonebridge Capital Advisors LLC | 4 | $1,209 | 0.00% | −3−42.9% | 減碼 |
| Highline Wealth Partners LLC | 4 | $1,201 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 4 | $1,101 | 0.00% | +1+33.3% | 加碼 |
| Wolff Wiese Magana LLC | 3 | $900 | 0.00% | −15−83.3% | 減碼 |
| Lee Financial Co | 3 | $900 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 3 | $900 | 0.00% | +3 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 1 | $301 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,468,758−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −73,057−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −62,580−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −37,678−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −32,237−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −25,343−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −16,822−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −11,100−100.0% | 清倉 |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −6,819−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −5,509−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,441−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,251−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −3,723−100.0% | 清倉 |
| Karp Capital Management Corp | 0 | $0 | 0.00% | −3,695−100.0% | 清倉 |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −3,623−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,651−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,302−100.0% | 清倉 |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −1,977−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −1,524−100.0% | 清倉 |
| Fosun International Ltd | 0 | $0 | 0.00% | −1,415−100.0% | 清倉 |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −1,350−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,007−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −992−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −953−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −877−100.0% | 清倉 |
| Private Capital Management LLC | 0 | $0 | 0.00% | −877−100.0% | 清倉 |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −877−100.0% | 清倉 |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −859−100.0% | 清倉 |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −826−100.0% | 清倉 |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −807−100.0% | 清倉 |
| Insight Inv LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −780−100.0% | 清倉 |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −753−100.0% | 清倉 |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −755−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −744−100.0% | 清倉 |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −680−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −613−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −443−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −440−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| City State Bank | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −92−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −64−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Karlinski Andrew C | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Atlanta Capital Management Co L L C | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Regentatlantic Capital LLC | – | – | – | – | 本季未申報 |
| Corient Capital Partners, LLC | – | – | – | – | 本季未申報 |